Replies to post #11733 on NorthWest Biotherapeutics Inc (NWBO)

[gnawkz]

I actually believe mis-interpretation by investors is a far larger and more likely risk than anything LP ends up sharing for DCVax-L. The strategy of pre-fielding questions in this kind of hostile environment is perfect as it focuses the attention of everyone on the subject at hand, which is DCVax-Direct.

There are already too many folks that would spin any kind of information (rumors, hypothesis, facts, or other) in a misleading manner (both positive and negative). Regularly reading this board already reveals a number of these players.

Waiting until for a concrete recommendation from the DMC is, IMO, the best course of action that can be taken by NWBO. That is a data point that no one can question.

Any other type of action will divert NWBO attention from its course of guiding their drug platform through the many regulations of the FDA and continuously improving the already top notch manufacturing operations that is currently in place.

I am very satisfied with how NWBO is proceeding with DCVax-L in terms of information. I want nothing from the company regarding status until the DMC is ready to share a concrete recommendation OR the FDA grants a surprise AA.

If the DMC recommendation is negative (which I do not believe at all) then I failed in my own due diligence and need to re-visit my research process and procedures to see where improvements are needed.

[Evaluate]

Actually I do have good confidence in LP. As mentioned, it is just too easy to slip up, and not worth the risk. Better to play it safe, as she is doing.
Just look at how AF takes a "tumor response of up to 28%" and gives it a negative spin. And has given a negative spin to so many other things said in the past that were positive things in the context they were stated, but taken out of context.
Despite LP being blinded, she might have a "sense" of what might be going on, or even just believed to have a sense. As mentioned: a facial expression, a wink, a cough etc could put this expensive trial (and investor money etc) at risk. Not worth it. In a live conversation about DCVax-L, she might be tempted to say that she "is encouraged" about where things are and perhaps that would already be saying too much.